Planning for financial clarity

Our financial approach centers around holistic guidance that helps you build a plan of prosperity, prepares you for long-term growth, and helps you live a fulfilled life.

No one can predict the future, but we help you plan for it

It’s normal to feel unsure about your financial future and with Cedar Cove—you’re not alone. We know your path to us has unique stories, challenges, and triumphs; moving forward you’ll have the knowledge and support from our entire team, along with our full commitment to help achieve what’s important to you.

  • Managing investments

    Maximizing the potential while minimizing the risk is core to our investment philosophy. We will take time to understand your situation and make sure that your investments are aligned with your goals. With strategic, tactical, and ESG (environment, social, governance) solutions, we help build an investment plan specific to you.

  • Tax planning

    The tax landscape is ever-changing. We’ll provide guidance and strategies so your financial situation can adapt to whatever developments that occur.

  • Building a legacy

    Creating a legacy isn’t just about planning for the future. You should have the confidence to live generously no matter where you are in your financial journey.

  • Preparing for retirement

    The transition from a paycheck to retirement income can feel unsettling. Together we’ll create a plan that allows you to move confidently into the next chapter of life, no matter the market conditions.

  • Life planning

    Whether you are planning for marriage, children or grandchildren, education, growing a business, or anything in between—our team works with you to plan for the best way to make your dreams a reality.

  • Preparing for the unexpected

    Life never goes exactly as we planned. Our team is here to help you create a holistic plan that withstands whatever storms life has in store for you.

Here to partner with you

With trusted advice, guidance, and stability you’ll harness the value of what your money can make possible, ensuring that every dollar works as hard as you do.

fog covered forest hills

Gain peace of mind through financial wellness

Connect With Us